Keystone Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Keystone Wealth Services’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.37M	Buy	22,691 +629	+3%	+$144K	1%	21
2026 Q1	$4.74M	Buy	22,062 +94	+0.4%	+$21K	1.01%	20
2025 Q4	$4.83M	Buy	21,968 +510	+2%	+$111K	1.02%	21
2025 Q3	$4.63M	Buy	21,458 +3,423	+19%	+$719K	1.01%	19
2025 Q2	$3.69M	Sell	18,035 -1,612	-8%	-$312K	0.89%	22
2025 Q1	$3.81M	Sell	19,647 -133	-0.7%	-$26.4K	1.03%	20
2024 Q4	$3.87M	Buy	19,780 +4,452	+29%	+$889K	1.03%	22
2024 Q3	$3.04M	Buy	15,328 +925	+6%	+$176K	0.84%	26
2024 Q2	$2.63M	Buy	14,403 +1,238	+9%	+$223K	0.82%	28
2024 Q1	$2.4M	Buy	13,165 +9,487	+258%	+$1.67M	0.78%	29
2023 Q4	$627K	Sell	3,678 -1,031	-22%	-$166K	0.21%	101
2023 Q3	$732K	Sell	4,709 -100	-2%	-$16.2K	0.28%	86
2023 Q2	$781K	Sell	4,809 -473	-9%	-$74.1K	0.29%	80
2023 Q1	$814K	Buy	5,282 +265	+5%	+$40.6K	0.33%	73
2022 Q4	$762K	Buy	5,017 +85	+2%	+$12.7K	0.33%	66
2022 Q3	$667K	Buy	4,932 +192	+4%	+$28.6K	0.31%	65
2022 Q2	$680K	Buy	4,740 +219	+5%	+$33.3K	0.3%	70
2022 Q1	$733K	Sell	4,521 -182	-4%	-$29.4K	0.29%	72
2021 Q4	$808K	Buy	+4,703	New	+$775K	0.33%	71

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keystone Wealth Services's VIG Position: Q2 2026 in Review

Keystone Wealth Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q2 2026, buying an estimated $144K and bringing the position to 22,691 shares worth $5.37M. The position accounts for 1% of the portfolio, ranked #21.

Keystone Wealth Services first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Keystone Wealth Services held 22,691 shares of Vanguard Dividend Appreciation ETF worth $5.37M as of Q2 2026.
Keystone Wealth Services bought 629 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $144K.
Vanguard Dividend Appreciation ETF made up 1% of Keystone Wealth Services's portfolio in Q2 2026, its #21 holding.
Keystone Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.